Sending Signature and Task Reminders

This video will demonstrate two ways to send both Signature and Task reminders. You can send a reminder to one person by going straight to the Document for which the Task or Signature Request is pending, or you can use the Reports feature to send numerous reminders to your entire study Team.

Timeline of Video

00:06 – main binder view screen and enter global view

00:30 – workflow of going from pending signature tab to a document and manage the document and request signatures for a document

00:55 – detail of how to send a signature reminder on the request signature page

01:15 – workflow of going from pending tasks tab to a document and look at task on bottom left

01:27 – detail of how to send a task reminder on the update task page

02:00 – workflow of generating report to look at pending signatures across all of chosen binders within study team and detail how to send reminders on those signatures

02:50 – workflow of generating report to look at pending tasks across all of chosen binders within study team and detail how to send reminders on those tasks